CRM, AI & Automation Specialist

Chapel Hill, NC (Hybrid)

$60/hr – $80/hrMid LevelPart time

Posted 7 days ago

Job Summary

Own the end-to-end implementation and customization of Zoho CRM and related apps, build automated workflows and dashboards, and develop website integrations and AI-enabled tools to boost marketing effectiveness and data-driven decision making.

  • Zoho customization and integrations
  • Marketing automation and AI-enabled workflows
  • Website tools and data transfer to Zoho

Job Description

Responsibilities

  • developing and customizing Zoho CRM and other Zoho applications
  • creating automated workflows for client intake, lead management, case management, follow-up, and internal operations
  • building dashboards, forms, and reporting tools
  • integrating our websites, CRM, email, scheduling, and other business applications
  • supporting marketing automation, including email campaigns, audience segmentation, lead tracking, campaign attribution, web forms, and performance analytics
  • helping improve lead-generation and conversion workflows and use available data to identify opportunities to improve marketing effectiveness
  • identifying and implementing practical AI solutions (AI-assisted client communication, intelligent data entry and classification, information retrieval, workflow triggers, internal knowledge tools, and other applications)
  • website updates and development of client-facing tools, including interactive forms, pricing and quote tools, and integrations that transfer website data into Zoho and initiate automated workflows

Requirements

  • Proven experience with CRM platforms including Zoho One
  • Solid technical skills in JavaScript, HTML/CSS for customizing email templates and landing pages; familiarity with web analytics reporting is essential
  • Strong knowledge of multichannel marketing strategies with hands-on experience managing email campaigns across various platforms
  • Expertise in data analysis using SQL or other data analytics tools to interpret campaign performance metrics and inform decision-making
  • Demonstrated ability to work collaboratively across teams in a fast-paced environment while managing multiple projects simultaneously
  • Excellent understanding of digital marketing performance monitoring techniques such as attribution modeling and demand generation tactics within B2B contexts
  • Strong communication skills with the ability to translate technical concepts into actionable insights for non-technical stakeholders

Benefits

  • Flexible schedule

Salaries

Posted range

$60/hr – $80/hr

Taken straight from the job posting.

CRM, AI & Automation Specialist

Chapel Hill, NC · Hybrid